you asked...

Is it possible to compose my own forms?

Yes! You can build your own forms from scratch and save them as templates, so every installation type has exactly the right checklist.

more QUESTIONS?

Frequently Asked Questions

Below are the answers to the questions we are most frequently asked about the OpusFlow software solution. Is your question not among them? Feel free to contact support.

Does the CRM connect to quoting and project management?

It does. When a lead becomes a customer, their data flows directly into their first project and quote. There is no re-entering information, no copy-pasting between systems, and no risk of details getting lost in the handover from sales to operations.

Can my sales team build quotes and ROI proposals on-site?

Yes. OpusFlow includes a built-in PV designer, energy simulation engine, heatpump and ROI calculator. Your sales consultants can design the system, model a 25-year financial projection, and hand the client a professional proposal all in a single appointment, without waiting for back-office sign-off.

Is there room to grow within OpusFlow?

Yes, and fast. We’re a growing company, which means the roles and responsibilities evolve quickly. If you perform well, you won’t have to wait years for the next step. Several people in the team have already moved into broader or more senior roles since joining.

What is OpusAI and what can it do?

OpusAI is a conversational AI assistant built directly into OpusFlow. Because it has full context of your entire account, every project, schedule, invoice, and BOM, you can ask it to do real work. Generate a margin report, reschedule a week, draft a proposal email, flag overdue jobs, or create a purchase order. In plain language, in seconds.

How granular is the role and permission system?

Very. OpusFlow’s Role-Based Access Control lets you define permissions at the individual module, record type, and field level. You can restrict a user to read-only access on financial data while giving them full edit rights on projects, for example. Permissions are assigned via profiles that you can apply to multiple users at once, so updating a role type updates everyone assigned to it in a single action.

Can customers see photos from their installation in the Customer Portal?

Yes. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.

Can we track whether tickets are being resolved on time?

Yes. OpusFlow monitors initial response and resolution timelines against your configured targets and flags tickets that are approaching or past their deadline. Over time, the ticket data also surfaces patterns — recurring hardware issues, high-volume request types, or areas where response times consistently slip — giving your service management team the information they need to improve the process rather than just react to it.

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Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

"With OpusFlow, we can now make different automations, streamline processes, and have the flexibility to change processes within the business."
Ace Noppen - Marketing manager
e-WNDR

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